Purchases and Sales Made in Q4 2021 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2021. The information is specifically focused on institutions that hold shares of VANGUARD STAR FD VANGUARD TOTA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23.7KNew |
$1.46M - $1.57M
|
23.7K
$1.45M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
23.6KNew |
$1.45M - $1.56M
|
23.6K
$1.44M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$1.45M - $1.56M
|
23.6K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.8K+ 2.75% |
$1.4M - $1.51M
|
850K
$51.9M
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
21.8K+ 10.16% |
$1.34M - $1.44M
|
236K
$14.4M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21.4KNew |
$1.31M - $1.41M
|
21.4K
$1.31M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
21.3K+ 234.9% |
$1.31M - $1.41M
|
30.4K
$1.86M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
21.2KNew |
$1.3M - $1.4M
|
21.2K
$1.29M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
21K+ 4.89% |
$1.29M - $1.39M
|
450K
$27.5M
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
20.3KNew |
$1.25M - $1.34M
|
20.3K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.7K+ 82.15% |
$1.21M - $1.3M
|
43.6K
$2.66M
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
19.6K+ 11.06% |
$1.21M - $1.3M
|
197K
$12M
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
19.4K+ 14.88% |
$1.19M - $1.28M
|
150K
$9.15M
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19.1K+ 77.76% |
$1.18M - $1.26M
|
43.7K
$2.67M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
18.8K+ 285.14% |
$1.16M - $1.24M
|
25.4K
$1.55M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 46.5% |
$1.16M - $1.24M
|
59.2K
$3.62M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
18.6K+ 4.03% |
$1.15M - $1.23M
|
481K
$29.4M
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.6KNew |
$1.14M - $1.23M
|
18.6K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18.3K+ 233.48% |
$1.13M - $1.21M
|
26.2K
$1.6M
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.8K+ 6.08% |
$1.1M - $1.18M
|
311K
$19M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
17.7KNew |
$1.09M - $1.17M
|
17.7K
$1.08M
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
17.5K+ 1.99% |
$1.08M - $1.16M
|
896K
$54.7M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
17.2K+ 2.41% |
$1.06M - $1.14M
|
731K
$44.7M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
17KNew |
$1.05M - $1.13M
|
17K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
16.7KNew |
$1.03M - $1.1M
|
16.7K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
16.6KNew |
$1.02M - $1.1M
|
16.6K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
16.3KNew |
$1M - $1.08M
|
16.3K
$995K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
16.2K+ 28.88% |
$997K - $1.07M
|
72.4K
$4.42M
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
16.1K+ 48.14% |
$992K - $1.07M
|
49.6K
$3.03M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
16KNew |
$982K - $1.06M
|
16K
$975K
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15.6K+ 4.55% |
$961K - $1.03M
|
359K
$21.9M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.6KNew |
$958K - $1.03M
|
15.6K
$951K
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
15.4KNew |
$950K - $1.02M
|
15.4K
$943K
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$911K - $979K
|
14.8K
$905K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
14.7K+ 110.24% |
$906K - $973K
|
28.1K
$1.72M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.2KNew |
$876K - $941K
|
14.2K
$870K
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.2KNew |
$872K - $936K
|
14.2K
$866K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
14KNew |
$863K - $927K
|
14K
$857K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14KNew |
$861K - $925K
|
14K
$855K
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
13.8K+ 21.26% |
$848K - $911K
|
78.7K
$4.8M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 2.01% |
$840K - $902K
|
694K
$42.4M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$837K - $899K
|
13.6K
$831K
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
13.4K+ 3.07% |
$823K - $884K
|
449K
$27.4M
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
13.3K+ 163.31% |
$819K - $880K
|
21.5K
$1.31M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.2K+ 10.44% |
$815K - $875K
|
140K
$8.56M
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
13.1KNew |
$803K - $863K
|
13.1K
$798K
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13K+ 123.39% |
$800K - $859K
|
23.5K
$1.44M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.9K+ 49.73% |
$793K - $852K
|
38.8K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$792K - $851K
|
12.9K
$786K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
12.8K+ 9.97% |
$790K - $848K
|
142K
$8.65M
|